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12 Best Cloud Stocks to Buy According to Wall Street Analysts

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In this article, we will take a look at the 12 Best Cloud Stocks to Buy According to Wall Street Analysts.

As a result of the impending mass migration to the cloud, cloud computing-related offerings are now the fastest-growing segment of the IT market. Although cloud computing grew significantly in the 2010s, the next-generation IT industry is still in its infancy. Recently, companies all over the world have been moving their operations to the cloud, where they store digital data and services in remote data centers and access them online.

According to a report from MarketsandMarkets, the global cloud market is expected to grow from $1,091.4 billion in 2024 to $1,256.8 billion by 2025 at a 15.1% year-over-year increase. However, there are obstacles, particularly for small and medium-sized enterprises (SMEs), due to the rising costs of cloud services and possible security threats.

As cloud cybersecurity threats increase, security and compliance will take precedence. Industry-specific cloud solutions will become more and more in demand, with retail predicted to grow at the fastest rate in the upcoming years. As a result, it is expected that spending on IT services will increase from $1.59 trillion in 2024 to $1.74 trillion in 2025.

With that in mind, we will now take a look at the best cloud stocks to buy according to Wall Street analysts.

Our Methodology

For this list, we noted down cloud stocks based on analyst estimates as of July 10. We ranked the top 12 stocks in ascending order based on their average share price upside potential. Additionally, we included hedge fund sentiment for each stock, as of Q1 2025, to offer readers deeper insights.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

12. Snowflake Inc. (NYSE:SNOW)

Analyst Upside: 2.85%

Number of Hedge Fund Holders: 94

Snowflake Inc. (NYSE:SNOW) ranks among the best cloud stocks to buy according to Wall Street analysts. On June 12, UBS reaffirmed its Buy rating on Snowflake Inc. (NYSE:SNOW) with a $265 price target. The rating affirmation comes after UBS analysts attended the Databricks conference in San Francisco, where they spoke with 15 clients and partners and took part in the Investor Day.

The firm pointed out that although Snowflake Inc. (NYSE:SNOW) and Databricks are directly competitive, the conference did not spark new concerns about Snowflake’s place in the market. According to the firm’s perspective, industry-wide investments in the data layer remain strong. Despite their rivalry, both companies stand to gain from this continuing investment trend.

According to UBS, the overall mood during the Databricks conference was in favor of the idea that significant investments in data infrastructure would act as a tailwind for Snowflake Inc. (NYSE:SNOW).

Snowflake Inc. (NYSE:SNOW) is an American cloud-based data storage company that operates a platform built on Amazon Web Services, Microsoft Azure, and Google Cloud. It also provides Snowflake Cortex with a set of AI capabilities that employ large language models to analyze unstructured data.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

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Elon Musk was even more blunt:

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One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
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AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

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AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

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The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

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Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

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Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

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From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

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But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

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And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…